Jesse D. Broderick, CCIP, CPA

Managing Partner

jesse broderickAs managing principal of Sumit Credits, Jesse is responsible for client service and delivery of results for all SumIt engagements. Jesse has over 19 years of extensive experience assisting companies in maximizing federal, state and local tax credits and incentives for both large and mid-size companies.  He has assisted his clients in saving millions of dollars through multi-state tax credits, rebates, grants and abatements. He has been asked to speak for a number of groups about incentives and tax credits.

He earned a Masters in Taxation from Arizona State University and is a licensed CPA in Arizona and Louisiana. He is a designated Certified Credits and Incentives Professional (CCIP) with the Institute of Professionals in Taxation (IPT), Louisiana Association of Business and Industry (LABI), and Louisiana Industrial Development Executives Association (LIDEA).

Jesse enjoys fishing, boating, and other outdoor activities.

Robert Wege, MBA

Partner

robert wege Robert brings over 14 years of State and Local credits and incentives experience. Robert has a strong base in Louisiana Incentives focusing primarily on the Enterprise Zone and Quality Jobs programs. He enjoys building working relationships with the clients he serves and assisting them in maximizing the many benefits Louisiana has to offer.

Academically, Robert holds both a Masters in Business Administration with a concentration in Accounting as well as a Bachelors of Science in Accounting from Southeastern Louisiana University.

When not at work he enjoys spending time with his wife Shonna and three kids.  He also enjoys spending time at the gym, hunting, and bowfishing for redfish. He is actively involved in the Boy Scouts of America as the Scoutmaster for Troop 174.

Renée Elliott

Office Manager

renee elliottRenée has worked with Sumit Credits, LLC for 10 years as the WOTC coordinator, Louisiana State and Local credits and incentives administrative and Office Manager. She has 21 years of experience with the state tax benefits.

Renée is a mother of two girls and one son and the grandmother of 7 beautiful grandchildren.  She spends her time fishing with her husband, church activities, and playing with the grandchildren.

Philip Steelman

Senior Associate

phillip steelmanPhilip has been with Sumit for over four years. His responsibilities cover a wide range of tasks involving state and federal credits/incentives outside of Louisiana. Philip is also responsible for creating and developing comprehensive reports to ensure accuracy with clients’ benefits.

Philip graduated from Brigham Young University with a degree in finance. He is an outdoor enthusiast with a passion for backpacking and mountain climbing. Philip has a lifelong goal of climbing the highest points of all 50 states and ultimately to climb Mt. Everest.

Stephen Jones

Business Development Consultant

steve jonesSteve has over 30 years in the business development, governmental affairs and public relations fields and has represented and worked for more than 50 Fortune 500 companies in a variety of industries. With an extensive network of state, local and industry contacts, Steve provides a responsive approach in building a trusting and strong working relationship with his clients.

Steve has also worked locally, regionally and statewide on community and economic development projects, including economic development public policy. Steve also helped to create the port for West Feliciana Parish and was active in the development of the Chennault International Airport. Jones is a graduate of Louisiana Tech University.

Bernie Wege - CPA, MBA

Project Manager

bernie wegeBernie holds both a Masters in Business Administration and a Bachelor’s of Science in Accounting from Louisiana State University. She has over 22 years of experience working with companies both locally and internationally.   While serving as a Vice-President of Finance, she helped to orchestrate acquisitions of companies in England, France, Germany and Italy.

Bernie has lived abroad for over three years in England and Jamaica.  Her areas of responsibility include Corporate Tax, Finance, Human Resources and Corporate Audits. Having spent many years on the Board of Directors for US and International Companies, she is well seasoned to interact with unique business facets.

Win Williamson, CPA

Executive Director

Win Williamson, CPA – Executive DirectorWin is a senior executive with 20+ years of experience in economic development, negotiated incentives, state and federal tax credits, and indirect taxes in a variety of industries on a national basis. He is a trusted advisor with proven success in optimizing capital and operational spend through tax and non-tax savings, utilizing complex technical knowledge across multiple tax disciplines and transformative process improvement principles.

Win serves clients in a variety of industries, including manufacturing, distribution, retail, healthcare, financial services, telecommunications, hospitality, energy, and transportation.

He has given public presentations regarding incentive topics to the Institute for Professionals in Taxation, the Florida Institute of CPAs, and the Florida Economic Development Council. Win was a contributing author to CCH’s Business Incentives Guide for the states of Florida and North Carolina.

Win received his Bachelor of Science in Accounting and Finance from Florida State University. Win is a licensed Certified Public Accountant in the state of Florida.

Drew Zlotoff

Principal Architect

drew zlotoffWith a background in software architecture and development, infrastructure, application security, e-commerce platform development, and big data cloud-based computing. With over 25 years of experience, Drew is responsible for translating the software vision into a robust, performant, and secure system. Drew led the architecture, replatforming, and implementation of large-scale systems both in-house and in the cloud. Academically, Drew holds a B.A. in Chemistry from Lawrence University and a B.S. in Computer Science from the University of Arizona.